Financial Planning & Analysis Manager (Remote U.S. or Nashville TN Hybrid)

Profound Research LLC; Nashville (TN); Remote; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dynamic FP&A Manager to drive financial insight and strategic planning within a rapidly growing clinical research organization. This pivotal role will involve developing budgeting processes, preparing financial reports, and partnering with leadership to enhance operational performance. The ideal candidate will possess advanced Excel skills and a strong finance background, with the opportunity to make a significant impact on patient care through innovative financial strategies. Join a team that values excellence and compassion in improving lives through clinical research.

Qualifications

• 5+ years in finance, ideally in investment banking or private equity.
• Strong Excel skills for financial modeling and reporting.

Responsibilities

• Manage annual budgeting and forecasting processes.
• Prepare financial reports and provide insights to improve performance.

Skills

Excel Modeling

Financial Reporting

Analytical Thinking

Communication Skills

Education

Bachelor’s in Finance

MBA

CPA

Tools

NetSuite

Adaptive Insights

Power BI

Job description

Profound Research:

Profound Research seeks to drive clinical innovation by partnering with community physicians to offer clinical research as a therapeutic option to their patients. Profound enables providers with the right people and tools to launch clinical research operations, often for the first time, to offer new care pathways to patients. Profound Research is looking to grow its energetic team inspired by changing how patients and providers engage in clinical research.

Our Mission: Improving Lives by Providing Advanced Therapeutic Options

Our Vision: Creating the Absolute Best Patient-Physician Experience in Clinical Research

Our Values:

• Compassion: We value the patient-physician relationship above all else and are committed to a service-oriented approach to all interactions.
• Urgency: We work hard and practice selflessness, acting swiftly and decisively to meet the needs of our patients, partners, and colleagues.
• Solution Orientation: We are relentlessly positive, and we communicate directly to efficiently identify and implement effective solutions.
• Excellence: We insist on excellence, holding ourselves accountable and empowering each other to deliver best-in-class service while maintaining the highest ethical and scientific standards.

Profound Ethos:

• Physicians are the Vanguard
• All Decisions Improve Patient Care
• Never Compromise Quality

Positions Summary:

The FP&A Manager will play a critical role in driving financial insight, budgeting, forecasting, and strategic planning to support decision-making across the organization. This role is instrumental in translating financial data into actionable business intelligence for a rapidly growing clinical research site network.

Responsibilities:

1. Develop and manage the annual budgeting and forecasting process across departments and sites.
2. Prepare monthly and quarterly financial reports.
3. Partner with operational and executive leaders to deliver insights that improve financial and operational performance.
4. Build financial models to support site-level performance evaluation, scenario planning, and investment decisions.
5. Support M&A modeling, post-acquisition integration analytics, and financial due diligence efforts.
6. Track and analyze clinical trial revenue trends, labor utilization, and cost efficiencies.
7. Drive continuous improvement in planning tools, systems, and reporting processes.
8. Assist with Board materials, investor updates, and strategic presentations.

Requirements:

• Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA preferred).
• 5+ years of finance experience within investment banking, private equity, or in strategic finance at a high-growth company.
• Advanced Excel modeling skills and proficiency in financial reporting software (e.g., NetSuite, Adaptive Insights, Power BI).
• Strong business acumen, analytical thinking, and attention to detail.
• Effective communication and collaboration skills with both financial and non-financial stakeholders.

Preferred Requirements:

• Familiarity with clinical trial billing, research site P&Ls, and startup operating environments.
• Exposure to private equity-backed companies or organizations undergoing rapid growth.

Travel Requirements: Up to 15% travel may be required.

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer, standing and walking.
• Must be able to lift 25 pounds at times.
• Picking, pinching, typing or otherwise working, primarily with fingers rather than with whole hand or arm as in handling.
• Talking: Expressing or exchanging ideas by means of the spoken word; those activities where detailed or important spoken instructions must be conveyed to other workers accurately, loudly, or quickly.
• Hearing: Perceiving the nature of sounds at normal speaking levels with or without correction and having the ability to receive detailed information through oral communication and making fine discriminations in sound.
• The worker is required to have close visual acuity to perform activities such as preparing and analyzing data and figures, transcribing, viewing a computer terminal, extensive reading, visual inspection involving small defects or parts, using measurement devices, and assembly or fabrication of parts at close distances.